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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
RBCM
3201
Raub Brock Capital Management
California
$458M -$14.3M -3% 0.47% 56.3% 42 11.9%
DLP
3202
De Lisle Partners
United Kingdom
$458M +$25.2M +6% 1.37% 185 16.76%
IIA
3203
IPG Investment Advisors
California
$458M -$792K -0.2% 1.05% 78.6% 204 30.88%
MWA
3204
MFA Wealth Advisors
Pennsylvania
$458M +$77.3M +20% 1.51% 64.7% 533 84.24%
SPG
3205
Strategic Planning Group
Utah
$458M +$57.6M +14% 6.5% 121 42.15%
OC
3206
Oarsman Capital
Wisconsin
$457M +$38.2M +9% 2.67% 61.4% 250 12.8%
VARA
3207
Value Aligned Research Advisors
New Jersey
$457M -$50.4M -10% 11.8% 862% 36 61.11%
BWM
3208
Brickley Wealth Management
California
$457M +$20.4M +5% 3.89% 62.6% 46 2.17%
AFA
3209
Arlington Financial Advisors
California
$456M +$747K +0.2% 1.77% 60.7% 78 17.95%
LGA
3210
Lebenthal Global Advisors
New York
$456M +$6.14M +1% 1.05% 33.1% 198 15.66%
TWM
3211
TMD Wealth Management
Arizona
$456M +$27.2M +6% 2.2% 2.41% 61 18.03%
III
3212
Independent Investors Inc
New York
$456M +$37.5M +9% 12.5% 61.6% 68 2.94%
HIM
3213
HughesLittle Investment Management
$456M -$68.7K -0% 4.75% 91.2% 18 11.11%
MIP
3214
Marietta Investment Partners
Wisconsin
$455M -$1.97M -0.4% 3.43% 125% 168 7.14%
BRA
3215
Bender Robert & Associates
California
$455M +$28.6M +7% 0% 98.1% 84 100%
CFP
3216
Catalyst Financial Partners
Massachusetts
$455M +$66.5M +17% 3.57% 77.1% 252 13.1%
BSWM
3217
Boston Standard Wealth Management
Massachusetts
$455M +$13.3M +3% 1% 42.9% 48 6.25%
CM
3218
Cornerstone Management
Georgia
$455M +$4.28M +1% 1.21% 40% 56 7.14%
VM
3219
Valor Management
Illinois
$455M -$24.8M -5% 2.94% 15.4% 6 0%
AVA
3220
Atlas Venture Advisors
Massachusetts
$455M -$47.9M -10% 8.78% 29.2% 5 0%
OC
3221
Oakmont Corp
California
$455M +$46M +11% 11.9% 75.2% 36 22.22%
YCMGA
3222
York Capital Management Global Advisors
New York
$455M -$5.34M -1% 37.6% 52.3% 7 0%
CTAF
3223
Call To Action Foundation
Utah
$454M -$26.2M -5% 4.04% 1 0%
GFG
3224
GR Financial Group
Arizona
$454M +$21.9M +5% 5.02% 55.7% 20 20%
UCMOK
3225
United Capital Management of KS
Kansas
$454M +$16.8M +4% 3.56% 231% 84 16.67%